Contact or Company Tags?

[ccds11]

Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?

[#2]

Hubspot needs this badly. Even when I have set up custom fields and added tags to them they don't seem to be read when doing a contact search.

[#3]

Hubspot team, I am really interested in this as well and would love an update if you had one! Thanks!

[#4]

In non-profit land, a contact may be a #Donor, #Volunteer, #Sponsor, #CommitteeMember #Director, etc.
They may be any number of these simultaneously, we need to be ablt to mark,or tag, each contact as possibly more that one thing.  I may need to contact all the volunteers about an upcoming project, or all the committee members about training.   Is there any other method that #tags to see only specific contacts?

[#5]

Yeah, Tags work great, for example, in AgileCRM. Adding tags and rules of tags help, for example, automatically move contacts on pipeline or automate email sendings. For example, if i add tag "Coupon" to Contact, CRM sends Email with coupon to a client. Also it helps salespeople to easy understand "How is a client" (tags "Newsletter", "2nd Purchase"...). I really hope that Hubspot will add tags!

[#6]

Hi Nicole

We currently use Insightly and are putting our ducks in a row to transfer to Hubspot. As much as I personally dislike tags (it's easy to accidently delete), our CRM usage depends on the their quick and dirty ability to mark 'birds of a feather'. 

We employ about 100 different tags, for both long term and short term solutions. Also, each Contact could conceivably have up to 5 diffferent tags, which makes radio buttons or dropsdown exhaustive to create and manage. Examples below of how we implement tags for our business-to-business services company:

1. Each year we send a holiday card/gift to clients chosen by their Account Managers. So, each AM marks 25 of their best Contacts with a HolidayCard_2017 tag. When it's time to send out the holiday card, it's a simple matter for our card fulfilment team to click the tag and the whole list is right there—and they can simply exports only those records with that tag for the mailing list. At the end of the campaign, we remove the tag. Making a custom field for this would make the records excessively bloated.

2. When new AMs come on board they can be overwhelmed with the type of complex CRM we are putting in place. Tags are an easy training aid for newbies to click to see sample records that we create with dummy Contact and Companies and to refer back to, to check their work. The benefit from this type of use, is that as we create new fields or protocols, we update the dummy records, rather than updating PDF tutorial sheets.

We also 'tag' the new hire's clients, with the their name or initial, AM_David. That way they can always click that tag to take them where they need to go.

Tagging is really a simplified filtering, and we can bulk edit tags—maybe we want to send cards to all Acme folks, well we'd filter by Acme and then use a bulk edit to add the holiday tag, and you're done.

Insightly handles tags really well. There's a Tag side bar on the right in that are specific to each type of record: Contacts, Companies, Leads, Opportunities, etc. Anyone can create a tag, and anyone can use that tag. Tags add an on-the-fly filtering granularity that is valuable.

The key feature for us is the fact anyone can create a tag. You don't have to be at the CRM admin level. This is super important. I tell my AMs that they own tags—they can create/use them as they see fit, and over time if we feel creating a custom field is warrented, we can easily do that. As the CRM administrator, I want my team to feel like it's their CRM. If they're working at 2:00 am on a Sunday morning and need filtering that's beyond what the CRM offers, then they can create those tags and let me sleep.

[#7]

Hi folks & @nicolebrenner

Any news on this? It seemed there was some enthusiasm and traction, with the suggestion that the Hubspot team might work on introducing the Tagging facility.

I'm guiding my colleague who is getting on board and importing a lot of contacts and we've been discussing how we will be using the Contacts CRM, and the topic of tags has come up a few times. I had set up a custom property named 'tags' to preserve historical data imported from other CRMs eg Insightly, but introducing a proper Tags feature to quickly add an open, 'on the fly' self-organising function would help.

Many thanks!

[#8]

I am also thinking of transferring from Nimble, and lack of tags is most likely a deal breaker. It may be something that might make us go with Zoho. Before any decisions are made, could you let us know if there is any progress on this and if this feature is going to be implemented?

[#9]

Disappointing to see that more than 6 months after the Community Manager's acknowledged the widespread request for this feature which comes standard with almost all other CRMs, still there is no progress. We were considering moving from our current CRM to HubSpot and adding the bells and whistle of HubSpot Marketing and HubSpot Sales but without tagging it would be impossible - it would set our workflow and targeting back 10 years.

[#10]

I'm pretty surprised they haven't implemented tags either.  I guess you can create custom properties each and every time, but it would be nice to have a built-in solution for this. 

[#11]

It's a bit remarkable that the Hubspot team has so little understanding of the value of tags. That is why they are integral to pretty much every CRM system. We typically use tags to keep track of things like how we connected with the contact. If they came through an event, if they are based in a region rather than isolating to a specific city (especially in places like Los Angeles, where there are dozens of cities in a greater metropolitan area), the vertical specificity not just the industry they sit in, etc. Things that are easier to lump into tags rather than creating 50+ custom fields.

Considering the CRM has been around for about 4 years and hasn't implimented tags is surprising.